See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,670 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,387 | $65,118-59.5% | $76,768-65.6% | $55,725-52.6% |
| Participation rate | 84.4% | 79.6%+4.8pp | 77.0%+7.5pp | 70.9%+13.6pp |
| Annual return | -5.09% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $341 | $1,941-82.5% | $2,485-86.3% | $2,078-83.6% |
| Participant deferral / active EE | $2,503 | $3,688-32.1% | $3,852-35.0% | $3,356-25.4% |
| Admin fee / account holder | $182 | $116+57.2% | $6,675-97.3% | $115+58.1% |